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World Elder Abuse Awareness Day

June 15th is World Elder Abuse Awareness Day, part of World Elder Abuse Awareness Month, which is held each June. The U.S. Department of Health & Human Services reports that nearly 1 in 10 American senior citizens are abused or neglected each year. Elder...

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Stimulus Checks for Deceased Persons: What to Do

Shortly after the IRS began issuing stimulus checks (otherwise known as “Economic Impact Payments” under the CARES Act), Oast & Taylor began receiving inquiries from clients along the lines of the following: I received a check made payable to my deceased loved...

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A Note for Advisors

Please note that the law firm of Oast & Taylor is in one business only – that of representing our clients in elder law matters. Oast & Taylor is not in the investment or brokerage business. We do not have a financial services firm. We have no alternative agendas.

We look forward to collaborating with you in order to meet the needs of a client who is seeking investment advice.